Broker Check

Meet Mike

Father, Athlete, Coach, and Advisor

At our firm, we have the client—and only the client—in mind.

A father of three, Mike can be found hanging out with his kids, fishing on the boat, enjoying the beach or grappling on any number of local wrestling and Brazilian jiu-jitsu mats when he's off the clock.. 

Mike entered the world of financial planning in 2005. Over the past 16 years he has worked with clients ranging from newlyweds, who are just starting out in life, to businesses valued over $100 million.  

As an advisor, Mike likes to keep things simple: protect your income and your assets against unforeseen disasters, save and invest for tomorrow, and review your finances regularly to stay on track.

After realizing the large correlation between physical health and fiscal health, Mike founded My Financial Trainer in 2022.  

Mike's Mantra: Do a little bit each day for yourself.  Physically and Financially.  Your future self will thank you.